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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,594 | $116,203-85.7% | $93,621-82.3% | $152,897-89.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 24.67% | 35.96%-11.3pp | 32.76%-8.1pp | 345.43%-320.8pp |
| Employer contribution / active EE | $562 | $3,219-82.5% | $2,719-79.3% | $4,764-88.2% |
| Participant deferral / active EE | $1,123 | $4,605-75.6% | $4,070-72.4% | $5,851-80.8% |
| Admin fee / account holder | $20 | $10,751-99.8% | $7,890-99.7% | $11,599-99.8% |